CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.8B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$173M
3
+$152M
4
COP icon
ConocoPhillips
COP
+$91.7M
5
SPGI icon
S&P Global
SPGI
+$85.6M

Top Sells

1
+$205M
2
+$188M
3
+$160M
4
BX icon
Blackstone
BX
+$121M
5
BKNG icon
Booking.com
BKNG
+$69.5M

Sector Composition

1 Technology 23.55%
2 Financials 14.67%
3 Healthcare 13.16%
4 Consumer Discretionary 8.85%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$490K ﹤0.01%
14,614
+2,250
752
$490K ﹤0.01%
898
+23
753
$488K ﹤0.01%
6,345
-31
754
$486K ﹤0.01%
20,436
755
$485K ﹤0.01%
16,675
+4,610
756
$484K ﹤0.01%
3,539
-958
757
$483K ﹤0.01%
12,399
+3,536
758
$482K ﹤0.01%
15,460
759
$481K ﹤0.01%
18,708
-5,991
760
$481K ﹤0.01%
6,983
+2,738
761
$480K ﹤0.01%
4,044
+1,288
762
$472K ﹤0.01%
3,945
+4
763
$470K ﹤0.01%
3,100
-3,810
764
$469K ﹤0.01%
17,563
-1,000
765
$464K ﹤0.01%
6,428
+2,376
766
$463K ﹤0.01%
5,308
+478
767
$463K ﹤0.01%
1,935
+648
768
$462K ﹤0.01%
17,653
+1,982
769
$457K ﹤0.01%
11,722
+1,291
770
$455K ﹤0.01%
6,514
-251
771
$454K ﹤0.01%
5,576
+279
772
$453K ﹤0.01%
20,300
773
$451K ﹤0.01%
10,178
+49
774
$448K ﹤0.01%
13,293
-241
775
$448K ﹤0.01%
2,150
-382
29 30
31
32 33